15 customisable OKR examples for Client Relations Team

What are Client Relations Team OKRs?

The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.

Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.

We've tailored a list of OKRs examples for Client Relations Team to help you. You can look at any of the templates below to get some inspiration for your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

Building your own Client Relations Team OKRs with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.

Feel free to explore our tools:

Our customisable Client Relations Team OKRs examples

You will find in the next section many different Client Relations Team Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).

Hope you'll find this helpful!

1. OKR to enhance client relationships through memorable Christmas gifts

  • ObjectiveEnhance client relationships through memorable Christmas gifts
  • Key ResultChoose unique, personalized gifts for top 50 clients by analyzing preferences and interests
  • TaskIdentify top 50 clients and their specific preferences or interests
  • TaskPurchase and deliver selected gifts to each client
  • TaskResearch unique, personalized gift options related to these interests
  • Key ResultAchieve at least 85% on-time delivery for all client gifts
  • TaskMonitor and optimize delivery routes
  • TaskTrain staff for efficient gift processing
  • TaskImplement an advanced order scheduling system
  • Key ResultIncrease client satisfaction by 10% post gift-receiving using response tracking surveys
  • TaskDistribute survey to clients after gift delivery
  • TaskDevelop a post-gift receiving satisfaction survey
  • TaskAnalyze survey responses to identify improvements

2. OKR to enhance overall client satisfaction and relationship

  • ObjectiveEnhance overall client satisfaction and relationship
  • Key ResultConduct client satisfaction surveys and achieve a minimum of 80% positive feedback
  • TaskStrategically implement feedback to improve services
  • TaskIdentify appropriate satisfaction survey tool
  • TaskDistribute satisfaction survey to all existing clients
  • Key ResultReduce client complaints by 25%
  • TaskIntroduce a quality control feedback system
  • TaskInitiate weekly reviews of client feedback
  • TaskImplement a training program to improve customer service skills
  • Key ResultIncrease client retention rate by 15%
  • TaskDevelop a loyalty rewards program to encourage retention
  • TaskEnhance product offerings based on customer feedback
  • TaskImplement regular follow-ups and personalized communication with clients

3. OKR to enhance the quality of client communication

  • ObjectiveEnhance the quality of client communication
  • Key ResultRespond to all client queries within a 24-hour period
  • TaskCheck emails and voicemails frequently throughout the day
  • TaskSet reminders to respond to all unanswered queries
  • TaskPrioritize responding to client inquiries immediately
  • Key ResultIncrease client satisfaction rate to over 90% through regular surveys
  • TaskMonitor survey results and make necessary adjustments
  • TaskCreate and implement regular client satisfaction surveys
  • TaskDevelop a feedback implementation strategy
  • Key ResultValidate client problems are resolved 95% of the time by feedback after issue resolution
  • TaskImplement a system to track resolution success rate
  • TaskCreate a post-resolution follow-up procedure
  • TaskInstruct team to collect feedback from clients

4. OKR to enhance provision of advisory services

  • ObjectiveEnhance provision of advisory services
  • Key ResultAttain 25% more client engagements for advisory services by quarter end
  • TaskOffer discounted packages for new clients
  • TaskConduct webinars to showcase expertise
  • TaskImplement aggressive marketing strategies for advisory services
  • Key ResultOffer 3 new advisory services that cater to specific client needs
  • TaskImplement and market new advisory services
  • TaskResearch current client's needs to identify gaps in advisory services
  • TaskDevelop three new advisory service proposals
  • Key ResultImprove client satisfaction rate by 15% through superior advisory service
  • TaskFurther customize advisory approaches for individual clients
  • TaskImplement ongoing customer service training for advisory staff
  • TaskRoutinely solicit client feedback on advisory services

5. OKR to contribute proactively to three Atlassian Services proposals

  • ObjectiveContribute proactively to three Atlassian Services proposals
  • Key ResultGain customer acceptance on at least two proposals by the end of the quarter
  • TaskSchedule and conduct presentations of the proposals to customers
  • TaskSecure formal acceptance from at least two customers
  • TaskDevelop clear and persuasive proposals for customer presentation
  • Key ResultDraft and submit one compelling proposal each month for client consideration
  • TaskDevelop a compelling and concise proposal outline
  • TaskIdentify desirable project proposals for the client
  • TaskSubmit the completed proposal to the client
  • Key ResultIdentify and finalize five potential clients needing Atlassian Services by Week 2

6. OKR to enhance the efficiency and effectiveness of legal service delivery

  • ObjectiveEnhance the efficiency and effectiveness of legal service delivery
  • Key ResultIncrease client satisfaction rating to 95%
  • TaskMonitor feedback and swiftly address client complaints
  • TaskConduct regular surveys to understand client needs and expectations
  • TaskImplement training programs to enhance customer service skills
  • Key ResultReduce average case handling time by 20%
  • TaskRegularly review and optimize case handling strategies
  • TaskStreamline case-related processes and resources
  • TaskImplement efficient case-handling training for all staff
  • Key ResultComplete 100% of legal documents without any errors
  • TaskUpdate and correct any errors found immediately
  • TaskReview all legal documents thoroughly for accuracy
  • TaskObtain professional legal counsel for document verification

7. OKR to elevate Rep-client relationship building skills

  • ObjectiveElevate Rep-client relationship building skills
  • Key ResultAchieve a 10% increase in repeat customers through enhanced relationship management
  • TaskConduct regular customer satisfaction surveys
  • TaskPersonalize customer communication for stronger relations
  • TaskImplement a loyalty rewards program
  • Key ResultIncrease reps' client interaction by 20% through weekly training sessions
  • TaskImplement necessary adjustments based on training results
  • TaskCreate an engaging weekly training program for sales representatives
  • TaskTrack representatives' client interaction frequency regularly
  • Key ResultImprove client satisfaction score by 15%, measured via post-interaction surveys
  • TaskAddress complaints urgently and empathetically
  • TaskImplement regular team training on customer service skills
  • TaskInitiate personalized follow-ups post client interactions

8. OKR to maximize AI consulting services revenue

  • ObjectiveMaximize AI consulting services revenue
  • Key ResultAchieve a 20% increase in the conversion rate from leads to paying clients
  • TaskProvide personalized follow-up communications to address specific client needs and enhance conversion rates
  • TaskAnalyze the current lead nurturing process and identify areas for improvement
  • TaskImplement targeted email marketing campaigns to engage leads and drive conversions
  • TaskOptimize website landing pages to enhance user experience and encourage conversions
  • Key ResultReduce customer churn rate by 10% by improving customer satisfaction and retention strategies
  • TaskOffer loyalty programs and incentives to encourage customer loyalty and reduce churn rate
  • TaskEnhance product/service quality through constant monitoring and prompt resolution of customer feedback
  • TaskImplement personalized customer support strategies to enhance engagement and build stronger relationships
  • TaskConduct customer satisfaction surveys to identify pain points and areas for improvement
  • Key ResultIncrease the average contract value by 15% through upselling and cross-selling
  • TaskIdentify top-selling products/services and create bundled packages to increase cross-selling opportunities
  • TaskAnalyze customer purchase history and behavior to develop personalized upsell/cross-sell recommendations
  • TaskTrain sales team on effective upselling techniques and provide them with updated product knowledge
  • TaskImplement targeted marketing campaigns to educate customers on the benefits of upselling and cross-selling
  • Key ResultAcquire 10 new clients by implementing targeted marketing campaigns and referrals
  • TaskEncourage existing clients to refer new clients by offering incentives or rewards
  • TaskDesign and launch a social media ad campaign to attract new clients
  • TaskCreate a list of potential clients by analyzing the target market demographics
  • TaskDevelop personalized email campaigns to reach out to potential clients

9. OKR to boost the rate of customer repetition

  • ObjectiveBoost the rate of customer repetition
  • Key ResultImplement a customer loyalty program leading to 15% higher engagement
  • TaskDesign and launch an intriguing loyalty program
  • TaskRegularly analyze and adjust program based on customer feedback
  • TaskIdentify potential rewards for a valued customer loyalty program
  • Key ResultDecrease customer churn rate by 10% with improved customer service experiences
  • TaskImplement a comprehensive customer feedback system
  • TaskProvide continuous team training for higher service quality
  • TaskDevelop a proactive customer service strategy
  • Key ResultIncrease repeat customer rate by 20% through enhancing client satisfaction metrics

10. OKR to achieve unparalleled expertise as a VA and documentation specialist

  • ObjectiveAchieve unparalleled expertise as a VA and documentation specialist
  • Key ResultComplete advanced training in VA skills and documentation techniques with 90% score
  • TaskRegularly review course material for mastery understanding
  • TaskEnroll in a course for advanced VA skills and documentation techniques
  • TaskAchieve a 90% or higher score on final assessment
  • Key ResultReceive positive feedback of 95% or higher from all clients and team members
  • TaskRequest and address feedback promptly and effectively
  • TaskConduct regular training to improve work quality
  • TaskDeliver high-quality work consistently for all team members and clients
  • Key ResultSuccessfully complete and deliver 100% of assigned projects error-free
  • TaskDeliver all completed projects on time
  • TaskRegularly proofread work, ensuring error-free output
  • TaskEstablish a structured project timeline and defined goals

11. OKR to incorporate AI and ML to innovate our solution suite

  • ObjectiveIncorporate AI and ML to innovate our solution suite
  • Key ResultAchieve 5 client testimonials acknowledging the improved solutions powered by AI/ML
  • TaskReach out to clients for feedback on AI/ML-powered solutions
  • TaskDevelop a simple feedback collection form
  • TaskAnalyze feedback and generate testimonials
  • Key ResultTrain 80% of technical team in AI/ML concepts to ensure proficient implementation
  • TaskSchedule regular training programs for technological staff
  • TaskIdentify AI/ML experts for in-house training sessions
  • TaskEvaluate progress through knowledge assessments
  • Key ResultDevelop 3 AI-enhanced features in existing products, improving functionality by 20%
  • TaskValidate and measure functionality improvements post-AI enhancement
  • TaskIdentify three products that could benefit from AI integration
  • TaskCustomize AI algorithms to enhance the selected product features

12. OKR to accumulate 3 million rand in total quote value

  • ObjectiveAccumulate 3 million rand in total quote value
  • Key ResultImprove average quote value by 5% each month
  • TaskOffer premium service packages alongside regular quotes
  • TaskProvide training on negotiation skills for sales staff
  • TaskImplement upselling techniques during customer interactions
  • Key ResultIncrease quote frequency to 50 new prospects weekly
  • TaskFollow up with prospects on quotes consistently every week
  • TaskIdentify and gather contact info for 50 new leads every week
  • TaskSend personalized quotes to 50 targeted prospects weekly
  • Key ResultSecure pre-commitments from 10 major potential clients
  • TaskDevelop a compelling business proposal relevant to each client
  • TaskIdentify and compile a list of 10 potential major clients
  • TaskPersonally communicate the proposal, seeking pre-commitments from each client

13. OKR to strengthen sales representatives' client relationships

  • ObjectiveStrengthen sales representatives' client relationships
  • Key ResultRaise average client satisfaction score by 20% in customer surveys
  • TaskProvide enhanced training on customer service for all staff members
  • TaskImplement more frequent, personalized follow-ups for client feedback
  • TaskDevelop programs and incentives to boost client satisfaction
  • Key ResultConduct weekly training sessions on relationship-building strategies for sales reps
  • TaskEvaluate and adjust the training materials based on feedback
  • TaskSchedule weekly training sessions for sales reps
  • TaskDevelop curriculum focused on relationship-building strategies
  • Key ResultIncrease client retention rate by 15% through enhanced client engagement activities
  • TaskImprove personalized client communication efforts
  • TaskImplement a regular client feedback and response strategy
  • TaskDevelop upgraded loyalty or reward programs

14. OKR to enhance customer service experience for VIP clients

  • ObjectiveEnhance customer service experience for VIP clients
  • Key ResultRaise resolution rate of VIP customer concerns on first contact to 85%
  • TaskStreamline response protocol for VIP inquiries
  • TaskImplement VIP-specific customer service training
  • TaskImprove tracking system for initial VIP complaints
  • Key ResultAchieve a 95% satisfaction rate from VIP customer service surveys
  • TaskImplement personalized service for all VIP customers
  • TaskConduct frequent analysis of customer feedback
  • TaskRegularly train staff on customer satisfaction strategies
  • Key ResultReduce response time for VIP customer inquiries to 2 hours or less
  • TaskAssign dedicated staff for VIP customer issues
  • TaskPrioritize and sort VIP customer inquiries
  • TaskImplement an efficient ticketing system

15. OKR to secure new clientele from three distinct sectors

  • ObjectiveSecure new clientele from three distinct sectors
  • Key ResultIdentify and establish contacts with 50 potential clients from different industries
  • TaskResearch diverse industries to identify 50 potential clients
  • TaskInitiate contact with potential clients via email or phone
  • TaskArrange and conduct initial client meetings or presentations
  • Key ResultSuccessfully pitch services to at least 30% of the identified potential clients
  • TaskSchedule and conduct efficient, persuasive pitch meetings
  • TaskDevelop and refine customized service pitch for each client
  • TaskIdentify and research potential clients' needs and interests
  • Key ResultConvert 15% of pitched potential clients into signed contracts
  • TaskTrain team in negotiation techniques to secure contracts
  • TaskEnhance proposals with detailed, customized solutions for each client
  • TaskImprove follow-up strategies to maintain contact post-pitch

Best practices for managing your Client Relations Team OKRs

Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Here are a couple of best practices extracted from our OKR implementation guide 👇

Tip #1: Limit the number of key results

The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the OKRs.

We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.

Tability Insights DashboardTability's audit dashboard will highlight opportunities to improve OKRs

Tip #2: Commit to the weekly check-ins

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.

Being able to see trends for your key results will also keep yourself honest.

Tability Insights DashboardTability's check-ins will save you hours and increase transparency

Tip #3: No more than 2 yellow statuses in a row

Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.

As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.

Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.

Best way to track your Client Relations Team OKRs

OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the framework. Reviewing progress periodically has several advantages:

  • It brings the goals back to the top of the mind
  • It will highlight poorly set OKRs
  • It will surface execution risks
  • It improves transparency and accountability

Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.

A strategy map in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.

More Client Relations Team OKR templates

We have more templates to help you draft your team goals and OKRs.

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

Create more examples in our app

You can use Tability to create OKRs with AI – and keep yourself accountable 👀

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